+365.6%
MUU vs TER
+41.9%
+323.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.4% | +0.1% | +2.4% |
| 7D | +24.7% | +14.4% | +10.3% | +4.1% |
| 30D | -35.1% | -30.6% | -4.6% | +14.8% |
| 3M | -44.3% | -39.2% | -5.1% | +15.8% |
| 6M | -44.4% | -31.3% | -13.2% | +21.6% |
| YTD | +244.9% | +29.1% | +215.8% | +175.8% |
| 1Y | +365.6% | +47.4% | +318.2% | +201.3% |
| All | +365.6% | +41.9% | +323.7% | +201.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling